FAQs : Macros
What are macros?
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you perform on a daily basis or frequently for some records. You can combine all of these actions into a single macro and perform them again and again.
Suppose you are required to call up a fresh set of leads everyday. Once you are done with the call, you need to send them a standard email and update the lead status to "Contacted". After that, you assign the leads to your colleague so they can take things further.
Now you have three things to do in the CRM:
- Send email
- Update field
- Create task
Think of doing the same thing for every lead. It will become tedious and monotonous plus your sales persons time will be wasted.Instead, you can create a "macro" for these three tasks. You can then simply select the records and run the macro. All of these changes would be applied to the selected records, saving you time and effort.
Which modules are supported in macro?
Leads, Contacts, and Deals modules are supported for macros in your Zoho CRM.
How can I create macros for modules in Zoho CRM?
Users with mass email, mass update, and create activities permission in their profile can create and access macros.
To create macros for modules (Leads):
Click the Leads module
In the Leads homepage, select the records for which you want to create a macro.
- In the Create Macro page, provide a Name and Description for the macro.
Choose an email template under Send Email.
Under Update Field, choose which field must be updated and what it should be changed to.
Under Create Task, fill in the required details and click Add.
Once you have provided all the details, click Create.
Note: Macros will have to be run manually. You cannot automate the execution of macros.
How many emails, tasks, and field updates can I configure in a macro?
You can include one email, three tasks, and three field updates within a single Macro.
Why am I not able to see the Run Macro button?
If you cannot see the Run Macro button, it's likely because the Macros feature, along with the Run Macro button, is only accessible when you have all three of the following profile permissions:
- Mass Email
- Mass Update
- Create Activities
Will the emails sent using macros be listed under a record?
Yes, emails sent using the Macros feature will be recorded and displayed under the related record. It's important to note that these emails are sent to the email address provided in the Email field.
If the Email Opt-Out option is enabled, the email will not be sent. You can also view the actions performed or the emails sent in the timeline of the records.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Running and Deleting Macros
Running a Macro To run a macro Click the [Module] tab for which you want to create a macro. Select the ListView from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. ...FAQs: Cadences
What are Cadences? Cadences are a new tool in customer relationship management that changes the way businesses talk to their customers. It helps businesses make their marketing and sales plans better by being very precise and personal. This tool lets ...Using and Creating Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...Use macros auto-suggested by Zoho CRM
Zoho CRM takes the usage of macros a notch higher by intelligently auto-suggesting macros that you could create based on your CRM activities. If you have been repeatedly performing the same set of actions over a period time on a bunch of records, ...FAQs: Assignment
What is an assignment rule and why do I need it? The growth of your business is proportional to how well your sales team is handling the leads inflow and how effective they are in handling the customers and associated deals. Assigning the leads and ...
New to Zoho LandingPage?
Zoho LandingPage Resources